Filed March 10, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,228 | $197,591-40.2% | $177,821-33.5% | $158,922-25.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.29% | 58.76%-37.5pp | 48.32%-27.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,026 | $6,697-39.9% | $5,918-32.0% | $4,761-15.4% |
| Participant deferral / active EE | $4,975 | $8,405-40.8% | $7,714-35.5% | $5,982-16.8% |
| Admin fee / account holder | $89 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |